Automated Campaigns & Notifications Overview

Chimney Home’s email notification system is designed to keep homeowners informed and engaged with their property’s value and financial opportunities. These automated campaigns combine real-time alerts and customized updates to encourage interaction with the platform and build stronger connections between users and your institution. Below is a comprehensive guide to the notification types and configuration process, ensuring you get the most out of this powerful feature.

Key Notification Types

Chimney Home offers four primary types of notifications, each crafted to deliver timely, relevant information to your members! 

1. Welcome Series

The Welcome Series is a foundational part of the user journey, helping new homeowners get acquainted with My Home Tracker and its key features.

• Purpose: Introduces new users to the platform and sets the stage for ongoing engagement.
• How it Works:
  • Delivered as a three-part email series over six days.
  • Day 1: Provides an introduction to My Home Tracker, encouraging users to unlock the full potential of their home.
  • Day 3: Educates homeowners on using Chimney Estimate™ to monitor their home’s value.
  • Day 5: Explains how homeowners can leverage their home’s equity for financial opportunities.
• Total Emails: 3
• Trigger: Sent immediately after sign-up.
• Goal: Build user familiarity and excitement, driving long-term engagement.

This series is an essential step in onboarding new users, helping them understand the value of the platform and setting a strong foundation for future interactions.

2. Home Value Changes

Staying informed about their home’s market value is crucial for homeowners, and Chimney Home’s notifications make it effortless.

• Purpose: Keeps homeowners updated when their property value changes, providing timely market insights.
• How it Works:
  • Notifications are automatically triggered when home value updates occur, powered by Automated Valuation Models (AVMs).
  • Emails encourage users to log in and view their updated home value, keeping them connected to their property’s financial performance.
• Total Emails: 1 per update (typically monthly).
• Trigger: AVM-generated changes to property values.
• Goal: Strengthen user connection with their home and encourage regular platform usage.

By delivering up-to-date information on property value changes, this notification ensures users stay engaged with the platform while gaining valuable market insights.

3. Mortgage Refinance Alerts

Chimney Home simplifies the often-complicated refinance process by alerting users when market conditions work in their favor.

• Purpose: Notifies homeowners when refinancing could save them money, offering actionable advice based on their current mortgage rate.
• How it Works:
  • Alerts are triggered when a user’s current mortgage rate is higher than competitive market rates.
  • Emails guide homeowners toward exploring refinancing options, emphasizing potential savings and benefits.
• Total Emails: 1 per alert.
• Trigger: Favorable market conditions.
• Goal: Drive user interest in refinancing, benefiting both the homeowner and your institution.

These smart alerts help users make informed financial decisions, turning complex data into actionable steps for potential savings.

4. Monthly Offer Summary

Keeping users aware of available financial products is key to maintaining engagement and driving conversions.

• Purpose: Provides a monthly summary of relevant financial offers, helping users explore and take advantage of opportunities.
• How it Works:
  • A single monthly email summarizes the offers available in a user’s account.
  • Includes links to explore and apply for financial products tailored to their needs.
• Total Emails: 1 per month.
• Trigger: Recurring monthly email.
• Goal: Keep users engaged by regularly highlighting actionable financial opportunities.

This notification fosters an ongoing relationship with users, ensuring they remain aware of the value your institution provides.

Configuring Email Notifications

To maximize the effectiveness of these notifications, Chimney Home offers a robust set of configuration options. Setting up your email notifications ensures users receive timely updates while reinforcing your institution’s branding and identity.

1. Set Up Your Email Profile

The first step is creating an email profile that reflects your brand.

• Sender Name & Email: Customize the name and address that appear in recipients’ inboxes. This personalization helps establish trust and ensures users recognize your institution as the sender.
• Domain Verification: Verify your domain to send emails from your institution’s address. This process involves configuring DNS records during onboarding, which enhances trustworthiness and boosts deliverability.

2. Customize App Links

Chimney Home emails include Call-to-Action (CTA) buttons directing users to your app. Configuring these links ensures a seamless experience.

• Smart Routing: App links are automatically adjusted based on the user’s device (desktop, Android, or iOS).
• Seamless Navigation: Direct users to the appropriate page within your app, eliminating friction and encouraging more frequent interactions.

By customizing app links, you create a smooth, user-friendly experience that drives engagement.

3. Manage Notifications

Chimney Home provides granular controls to manage which notifications are sent and how often users receive them.

• Frequency Limit: By default, notifications are limited to two emails per month to avoid overwhelming users.
• Custom Controls: Adjust settings to turn specific notifications on or off based on your preferences. While Chimney Home recommends keeping notifications active for optimal engagement, you can tailor this to your institution’s goals.

4. Set Up a Custom Email Domain

Strengthen your brand identity by sending emails directly from your institution’s domain.

• Domain Authentication: Work with Chimney Home during onboarding to configure DNS settings, ensuring emails come from a trusted source.
• Brand Recognition: Emails sent from your domain reinforce your connection with users and build trust.

This step not only improves deliverability but also enhances brand visibility, making your communications more impactful.

Summary

Chimney Home’s automated campaigns are a powerful tool for engaging homeowners and strengthening customer relationships. Each notification type, from the informative Welcome Series to actionable refinance alerts, is designed to keep users informed and connected. Proper configuration of email profiles, app links, and domain settings ensures a seamless, branded experience for your users.

By leveraging these notifications, your institution can provide timely, relevant information that encourages platform interaction, supports informed decision-making, and fosters lasting engagement with homeowners.

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